Trispan (USA) LLC

Fee-Only (% of Portfolio)Fixed/Hourly

TriSpan (USA) LLC provides investment advice to investment vehicles, called PE Funds, focusing on private equity investments in growth businesses. TriSpan aims for strong returns with low volatility. They investigate, identify, and evaluate investment opportunities, manage investments, and dispose of them on behalf of the PE Funds. Investment advice is provided directly to the PE Funds, not tailored to individual investors.

Assets Under Management$980M
Clients17
AdvisorsN/A
Avg. per Client$58M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Trispan (USA) LLC | TrueAdvisor